SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,147,266 | +5.9% | 100,127 | +12.0% | 0.00% | – |
| Q2 2023 | $3,916,979 | +8.9% | 89,429 | +4.3% | 0.00% | – |
| Q1 2023 | $3,595,669 | +65803.0% | 85,757 | -36.3% | 0.00% | -100.0% |
| Q4 2022 | $5,456 | -95.2% | 134,676 | +4380.2% | 0.00% | – |
| Q3 2022 | $114,000 | -10.2% | 3,006 | -7.8% | 0.00% | – |
| Q2 2022 | $127,000 | -68.6% | 3,259 | -61.9% | 0.00% | – |
| Q1 2022 | $405,000 | +226.6% | 8,562 | +604.7% | 0.00% | – |
| Q4 2021 | $124,000 | +1.6% | 1,215 | 0.0% | 0.00% | – |
| Q3 2021 | $122,000 | -3.9% | 1,215 | 0.0% | 0.00% | – |
| Q2 2021 | $127,000 | +17.6% | 1,215 | +12.6% | 0.00% | – |
| Q1 2021 | $108,000 | +1700.0% | 1,079 | +1585.9% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 64 | -20.0% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 80 | +11.1% | 0.00% | – |
| Q1 2020 | $4,000 | -73.3% | 72 | -63.8% | 0.00% | – |
| Q4 2019 | $15,000 | -98.9% | 199 | -99.1% | 0.00% | – |
| Q4 2018 | $1,415,000 | +10.5% | 23,322 | +38.8% | 0.00% | – |
| Q3 2018 | $1,280,000 | +770.7% | 16,801 | +740.0% | 0.00% | – |
| Q2 2018 | $147,000 | +345.5% | 2,000 | +247.2% | 0.00% | – |
| Q3 2016 | $33,000 | +725.0% | 576 | +759.7% | 0.00% | – |
| Q2 2016 | $4,000 | – | 67 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |